Wealth Management Client Services Associate

National Bank of Canada; Drummondville; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health & wellness

Group insurance

Pension plan

Employee Stock Ownership Plan

Employee assistance program

Preferential banking

Community involvement

Telemedicine

Sleep clinic

Job summary

National Bank of Canada seeks a Wealth Associate to support wealth advisors in delivering exceptional client service and handling routine investment operations. You will open, update, and manage client files while producing portfolio reports and coordinating client meetings.

Role requires strong Microsoft Office skills, a related diploma, and 2+ years in banking or financial services, with CSC/CIRE credentials commonly pursued.

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in the banking, insurance, and/or financial industry.
• Completion of CSC and/or Conduct and Practices Handbook Course.
• Completion of CIRE: Canadian Investment Regulatory Exam.
• Excellent knowledge of the Microsoft Office suite.
• Excellent customer service skills.

Responsibilities

• Support investment advisors in providing superior customer service and meet client requests.
• Carry out routine operations related to financial transactions (purchases and sales of securities, necessary transaction adjustments).
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up.
• Analyze, open, and update client files.
• Produce portfolio management reports.
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College or University Diploma in a related field

Two years of relevant experience in banking, insurance, or financial industry

Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course

Canadian Investment Regulatory Exam (CIRE)

Excellent knowledge of Microsoft Office

Excellent customer service skills

Job description

National Bank of Canada seeks a Wealth Associate to support wealth advisors in delivering exceptional client service and handling routine investment operations. You will open, update, and manage client files while producing portfolio reports and coordinating client meetings.

Role requires strong Microsoft Office skills, a related diploma, and 2+ years in banking or financial services, with CSC/CIRE credentials commonly pursued.